Succession Planning

Preserving independence and client reassurance

While many advisors have probably planned for their retirements with wills and living trusts, most have not planned for the continuity of their business or clients’ needs. That is not the case at Preferred Planning Associates. Through our relationship with Cambridge, we have access to an extensive array of continuity and business consulting services including emergency and non-emergency continuity protection, acquisition financing, and succession planning and financing. You can feel confident that we have looked at the future of our business and chosen a path that will allow us to preserve the independence and control that we have built over the years.

 

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Preferred Planning Associates
3080 Ackerman Blvd.
Suite 210
Kettering, OH 45429
Phone: 937-610-5595
Fax: 937-660-5171

 

Cambridge Succession Planning Video

For investment professionals only.

 

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